SEC 13F Intelligence

Tensile Capital Management LP / EQIX

Tensile Capital Management LP’s Equinix Inc Position

Does Tensile Capital Management LP own Equinix Inc (EQIX)? Yes26.4K shares worth $26M (+3.70% of its 13F portfolio) as of Q1 2026, down from 27.9K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
26.4K
% of Portfolio
+3.70%
Quarters Held
30
currently held

Position History EQIX

Reported value by quarter
Q4 ’18: $40MQ4 ’18Q1 ’19: $50MQ2 ’19: $50MQ3 ’19: $58MQ4 ’19: $42MQ4 ’19Q1 ’20: $45MQ2 ’20: $53MQ3 ’20: $57MQ4 ’20: $53MQ4 ’20Q1 ’21: $48MQ2 ’21: $51MQ3 ’21: $51MQ4 ’21: $48MQ4 ’21Q1 ’22: $29MQ2 ’22: $18MQ3 ’22: $13MQ4 ’22: $15MQ4 ’22Q1 ’23: $15MQ2 ’23: $20MQ3 ’23: $26MQ4 ’23: $26MQ4 ’23Q1 ’24: $26MQ2 ’24: $20MQ3 ’24: $23MQ4 ’24: $24,413Q4 ’24Q1 ’25: $21,111Q2 ’25: $22,187Q3 ’25: $21,846Q4 ’25: $21,370Q4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.4K$26M+3.70%
Q4 202527.9K$21,370+2.77%
Q3 202527.9K$21,846+2.73%
Q2 202527.9K$22,187+2.68%
Q1 202525.9K$21,111+2.69%
Q4 202425.9K$24,413+2.54%
Q3 202425.9K$23M+2.48%
Q2 202425.9K$20M+2.16%
Q1 202431.9K$26M+2.88%
Q4 202331.9K$26M+3.00%
Q3 202335.1K$26M+3.21%
Q2 202325.1K$20M+2.55%
Q1 202321.1K$15M+2.07%
Q4 202223.1K$15M+2.37%
Q3 202223.1K$13M+2.03%
Q2 202228.1K$18M+3.19%
Q1 202238.4K$29M+4.14%
Q4 202156.3K$48M+5.73%
Q3 202164.0K$51M+5.89%
Q2 202164.0K$51M+5.82%
Q1 202170.0K$48M+6.25%
Q4 202074.0K$53M+6.20%
Q3 202075.5K$57M+7.69%
Q2 202075.5K$53M+8.03%
Q1 202072.5K$45M+8.93%
Q4 201972.1K$42M+5.39%
Q3 2019100.1K$58M+7.33%
Q2 2019100.1K$50M+6.61%
Q1 2019111.1K$50M+7.06%
Q4 2018112.1K$40M+5.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tensile Capital Management LP’s full portfolio or all institutional holders of EQIX.